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Mortgage Adviser- Milton Keynes

1 month ago

Milton Keynes, Buckinghamshire, United Kingdom HSBC UK Bank plc Full time

You’ll be part of our Wealth and Personal Banking business that supports millions of individuals, families, business owners, investors, and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans, and mortgages, as well as savings, investments, insurance, and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

You will:

• Provide an agile and flexible service to customers to meet their needs within their channel of choice.
• Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package that is fully tailored to their individual requirements.
• Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank, where their wider needs can be met.
• Proactively develop and strengthen customer relationships and, in doing so, responsibly generate new business.
• Apply the principles of Treating Customers Fairly to everything you do.
• Develop and build effective working relationships with key stakeholders within and outside of the immediate business area.

Requirements:

• You must hold RO1 / CF1 and CF6 (or CeMAP or equivalent)
• Communicate confidently and professionally with customers.
• Be able to seek out and build on effective working relationships with key stakeholders within and outside of the immediate business area.
• Deliver satisfactory compliance and quality measures.
• Have experience of personally complying with business processes, rules, and regulations
• Have a track record in the Mortgage and Lending environment.
• Flexible working with a working pattern to support operating hours of 9-5 Monday to Saturday.

This role is branch based in Milton Keynes.